On Monday’s episode of Mad Money, host Jim Cramer addressed recent concerns surrounding the performance of large-cap technology stocks, in light of a pullback that has stirred anxiety among investors.
“Here we go again. The headlines appear right about now as the summer runs out, as they always do. ‘Tech rally shows signs of losing steam,’ says the Wall Street Journal, ‘Doubts about artificial intelligence and a rotation into previously unloved sectors slow tech gains.’”
READ ALSO: 10 Stocks on Jim Cramer’s and Analysts’ Radar and Jim Cramer on Market Rationality: 7 Stocks to Watch.
Cramer pushed back against the idea of abandoning tech giants solely due to temporary pressure and argued that exiting these stocks often leads to far more trouble than it is worth. He emphasized how difficult it is to time the market with these companies, stressing that selling with the intent of buying back at a lower price is rarely executed well, even by professionals. He added, “It’s almost impossible to pick your moment.”
“So let me give you the bottom line here: I will never try to stop you from selling. That’s not my job. I just want you to remember how these individual stocks have generated tremendous wealth for those who have held on. You made that money by sticking with them through thick and thin, not by trading in and out of them. No one’s that good, people. And you’ll be leaving the fortune, your fortune, on the table.”
Our Methodology
For this article, we compiled a list of 14 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on August 25. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the second quarter of 2025, which was taken from Insider Monkey’s database of over 900 hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Jim Cramer Shed Light on These 14 Stocks Recently
14. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders: 82
Intel Corporation (NASDAQ:INTC) is one of the stocks Jim Cramer recently shed light on. The company was mentioned during the episode, and here’s what Mad Money’s host had to say:
“I know the White House is taking a 10% stake in the semiconductor company. It’s unorthodox, but Intel’s been a multi-year disaster, and our country needs this company to be on firmer footing… We need a healthy, viable Intel because we can’t simply rely on Taiwan Semiconductor to manufacture our most advanced chips…
After the government freed up those funds in return for a 10% stake, turning a grand equity, I think he’s (CEO Lip-Bu Tan) going to pull it off. I didn’t understand the criticism of the president on this one. Why shouldn’t the government take the stake and get the upside? This is hardly unprecedented…
I say, look, if it’s a national security issue and one of our important companies might be failing, you better believe it’s going to get bailed out. Doesn’t matter if the president’s a Democrat or Republican; remember, Trump made this investment with money that was authorized under Biden. Intel could not be allowed to fail, people. End of story. The president gave Intel new life by fixing its balance sheet. Now, Intel can recreate its greatness with a proven turnaround artist as CEO Lip-Bu Tan is. The government wins. The people win. The shareholders win. What more do you want?”
Intel Corporation (NASDAQ:INTC) develops and produces computing hardware, which includes processors, memory products, and solutions for artificial intelligence.
13. Ouster, Inc. (NASDAQ:OUST)
Number of Hedge Fund Holders: 23
Ouster, Inc. (NASDAQ:OUST) is one of the stocks Jim Cramer recently shed light on. Highlighting the company’s role in autonomy tech, strong revenue growth, low debt, and a recent fourfold stock increase, a caller asked for Cramer’s view on OUST. Here’s what he had to say in response:
“You know, look, it’s a LiDAR play, and I’ve been historically against LiDAR. I think it’s a very expensive stock. It is fine as a spec, but when I talk about autonomous, you know, I always come back, once again, to Tesla, and I always will.”
Ouster, Inc. (NASDAQ:OUST) develops and delivers high-resolution lidar sensors and software solutions for use in automotive, industrial, robotics, and smart infrastructure applications. The company offers various products, including scanning and solid-state sensors, as well as platforms supporting perception, traffic management, and safety functions. During July 9’s episode, a caller asked about the company, and Cramer remarked:
“Yeah, you know it’s a LiDAR company… and the LiDAR companies have been losing a fortune. I don’t think that there’s anything investible in, honestly, in autonomous, other than Tesla. Waymo’s not enough, of Alphabet. So I’m going to say no to speculative.”
12. Apollo Global Management, Inc. (NYSE:APO)
Number of Hedge Fund Holders: 86
Apollo Global Management, Inc. (NYSE:APO) is one of the stocks Jim Cramer recently shed light on. A caller asked if the stock is a buy, noting its low valuation, strong long-term growth prospects, and underestimated market potential. Cramer commented:
“You just sold me on Apollo. I love the case… Listen to that guy. He knows more than all the Wall Street guys put together. I think Apollo’s a cheap stock. I think this guy, Marc Rowan, I invite him on the show… This company is a very smart company. I am a believer. I’m a believer.”
Apollo Global Management, Inc. (NYSE:APO) is an investment firm that allocates capital across private equity, credit, real estate, and infrastructure. The company invests in both public and private markets across diverse industries and asset classes. Earlier in July, answering a caller’s question about the company, Cramer remarked, “I think Apollo’s real good. It’s real well run. Marc Rowan is very, very smart.”
Over the past year, APO stock has gone up more than 19%.
11. Powell Industries, Inc. (NASDAQ:POWL)
Number of Hedge Fund Holders: 27
Powell Industries, Inc. (NASDAQ:POWL) is one of the stocks Jim Cramer recently shed light on. Mentioning that the company has been excelling financially due to infrastructure growth, grid upgrades, and increased demand in energy and industrial markets, a caller asked for Cramer’s take on it. He remarked:
“Oh man, you know this guy, might be the man. This thing is such a great, I saw it. It’s the great industrial energy infrastructure stock that I wish I owned for the trust. Wow, great call.”
Powell Industries, Inc. (NASDAQ:POWL) specializes in the design, manufacturing, and maintenance of custom electrical equipment and systems. The company provides products like substations, motor control centers, switchgear, and related components. On February 27, when a caller inquired about the company, Cramer commented:
“You know, that, that is, that is just a really good company. I totally agree with you. I don’t get it. I just, I mean we’ve done, we’ve done takeouts on it… I mean look, it, does it have the big revenue growth that I want? Yeah. I’m just confused. I have to come back again. We did a takeout on it earlier. I’m gonna go back and huddle with my chief scientist Ben Stoto. We’re gonna figure out what the heck is going on here.”
For context, since the comment was aired, POWL stock has gone up more than 56%.
10. Robinhood Markets, Inc. (NASDAQ:HOOD)
Number of Hedge Fund Holders: 85
Robinhood Markets, Inc. (NASDAQ:HOOD) is one of the stocks Jim Cramer recently shed light on. During the lightning round, a caller asked for Cramer’s thoughts on the company, and he said:
“Alright, Robinhood’s had an extraordinary move, and usually when you have these extraordinary moves, you gotta let it kind of calm down a little. So I say let it calm down, but don’t forget, it’s an up-stock.”
Robinhood Markets, Inc. (NASDAQ:HOOD) operates a financial platform that allows users to trade various asset classes, utilize investing tools, and access features such as fractional trading, retirement accounts, and cryptocurrency wallets. The company also provides educational content, newsfeeds, and a marketplace for digital currencies. It is worth noting that on July 21, Cramer commented:
“PARC exhausts me. I’m talking about my handy acronym for Palantir, AppLovin, Robinhood, and Coinbase. These are four of the many stocks that seem to have no quit in them, even if they all pulled back hard into the close today, giving us a rare moment to evaluate them on relative weakness. It’s better for me to talk about these stocks on a down day so you can get a discount if you were so inclined…
Now, even though I say PARC, these four stocks are just representatives of what’s been going on in this market. They’re actually the best of the lot. They have earnings. They have analysts following them who come up with estimates. Although judging by the way people have been buying these names, neither of them, those things like estimates and analysts, seems to matter at all…
While flying cars and experimental batteries don’t yet make money, PARC does, lots of it, oodles. Palantir, AppLovin and Robinhood, and Coinbase, they’re all pretty darn profitable. By comparison, during the dot-com era, most of these red-hot companies had little to no revenues and were actually running out of money, constantly tapping the public markets, at the same time that insiders were furiously [sell, sell, sell] their own stock because they knew there was no justification for these sky-high valuations. They got out.”
9. Pitney Bowes Inc. (NYSE:PBI)
Number of Hedge Fund Holders: 33
Pitney Bowes Inc. (NYSE:PBI) is one of the stocks Jim Cramer recently shed light on. Cramer discussed how the company, and subsequently the stock, turned around after Kurt Wolf stepped in.
“Alright, what do we make of this incredible rebound in this stock of Pitney Bowes? It’s up nearly 71% year to date. Now, a lot of people still see this company as a play on mail, meaning old-fashioned snail mail, because their core business used to be mail meters and equipment that helped off send postage. As you might imagine, the stock spent decades in the doghouse; from its peak in 1999 to its lows in April 2020, Pitney Bowes lost, get this, 98% of its value. Even in late 2022, the stock was still trading at just around two bucks and change. Then an activist stepped in, a guy named Kurt Wolf of Hestia Capital. He took his activist campaign public in December of 2022, got himself on the board of directors after a proxy fight in the spring of 2023. Over the past couple years with the activist on the board, Pitney Bowes has divested money-losing lines of business, reduced its debt, repurchased shares, and this company has now repeatedly raised its dividend. This past spring, Wolf took the next step, taking over CEO of Pitney Bowes and vowing to conduct ‘a comprehensive strategic review’ for the remainder of the year, and look, it’s already paying off. Since Wolf got involved in this, stock’s up more than 400%.”
Pitney Bowes Inc. (NYSE:PBI) is a technology-focused company that provides SaaS-based shipping solutions, mailing technologies, and financial services. The company’s products support the sending, tracking, and processing of mail and parcels, while also providing clients with access to postal discounts through mail sortation services.
8. UnitedHealth Group Incorporated (NYSE:UNH)
Number of Hedge Fund Holders: 159
UnitedHealth Group Incorporated (NYSE:UNH) is one of the stocks Jim Cramer recently shed light on. Highlighting that the stock seems to have stabilized and names like Warren Buffett are investing in it, a caller inquired if it is a good time to start a position in UNH. In response, Cramer said:
“Okay, so I have these rules which say don’t buy one of these things because it’s done, it looks like it’s done a lot of things wrong, and that, Buffett does not, the fact that they’re buying it doesn’t influence me. What I want to hear is from the company. The company comes on the show, tells the right story, I will be behind it… But they got to come on, and they got to answer some tough questions. Plain and simple. That’s what you want. That’s what I promise.”
UnitedHealth Group Incorporated (NYSE:UNH) is a healthcare company providing health benefit plans, care delivery services, pharmacy solutions, and health management programs. It also offers software, consulting, and data products to organizations in the healthcare sector.
7. CVS Health Corporation (NYSE:CVS)
Number of Hedge Fund Holders: 71
CVS Health Corporation (NYSE:CVS) is one of the stocks Jim Cramer recently shed light on. Discussing the company’s turnaround efforts during the episode, Cramer stated:
“This has been the best performer, get this, in the healthcare sector in the S&P; it’s up more than 58% for the year… Now some of this is because CVS has become the last man standing in the retail pharmacy space… But some of it’s simply because the stock of CVS already got pulverized last year… We haven’t seen numbers like this from a drugstore chain in ages…
So from end to end, CVS business is simply doing much better than it was 12 months ago. The sore spot managed care business isn’t exactly thriving, but it’s much stronger than anticipated, and seems to have gotten its arms around the most pressing problem, higher medical utilization rates. Meanwhile, the biggest division, health services, is powering forward as Caremark continues to perform well, and increasingly powerful pharmacy business is driving surprisingly strong numbers on the drugstore side because CVS no longer has any major rivals.
I bring all this up because, though the stock’s up over 58% for the year, do you know this thing only sells for just 11 times the midpoint of its new full-year earnings forecast, 11, 11. That’s ridiculously cheap…
Let me give you the bottom line here in this very exciting story: Healthcare has been horrendous this year, but CVS, one of the worst performers in the entire market in 2024… has proven to be a port in the storm for healthcare investors. It is up 58%, leads the entire cohort, fixing its most problematic business, managed care, and seeing real strength in other parts of the business, especially the pharmacy side, where it is the last man standing. Plus, given the cheapness of the stock, generosity of the dividend yield, here’s what I’m saying: Buy CVS.”
CVS Health Corporation (NYSE:CVS) delivers healthcare services that include insurance, pharmacy benefit management, and the distribution of pharmaceutical products. The company also provides consulting support to healthcare organizations.
6. The Home Depot, Inc. (NYSE:HD)
Number of Hedge Fund Holders: 93
The Home Depot, Inc. (NYSE:HD) is one of the stocks Jim Cramer recently shed light on. Highlighting the negative response to the company’s latest quarterly earnings results, Cramer urged investors to pay attention to the company’s conference call, as he said:
“We got results from Cramer fave, Home Depot, a stock I’m very happy to own for the Charitable Trust, but the numbers confused a lot of people… The quarter was good. See, you can’t judge earnings by the headline numbers alone… For starters, management emphasized that the momentum they saw in the back half of last year carried into the first half of this year…
The second positive, what’s known as the cadence… of the quarter. While Home Depot’s same-store sales were up just 1%, eh, right, not so great, things look different when you examine them month to month to month…
Management highlighted they’re seeing broad-based strength in the business with… 12 of the 16 merchandising categories posting positive same-store sales. That’s very positive… Now, you might be worried about the impact of tariffs on Home Depot’s profitability, but in the conference call, management reminded us that 50% of their goods are sourced domestically. So there will be a tariff hit, but it will be much smaller than you might’ve expected… As a result, management expects to see gross margin improvement in the second half of the year… No one expected that, believe me.
Here’s the bottom line: Despite the softer headline numbers, the details we got from Home Depot show a business that’s gaining strength, especially with the prospect of lower interest rates on the horizon. That’s why I’m confident that Home Depot’s a long-term story, and why the stock rallied in response to the quarter that many investors wrote off immediately. It’s just so intact. That’s because they didn’t listen to the conference call. Now, if you’re a member of the investing club, you would know we are holding this one for the long term. And the move up that we saw last week, believe me, you ain’t seeing nothing yet from Home Depot.”
The Home Depot, Inc. (NYSE:HD) is a home improvement retailer that offers building materials, home décor, lawn and garden products, and maintenance supplies. It also delivers installation services, rents tools, and operates digital platforms for homeowners, contractors, and professional users.
5. Salesforce, Inc. (NYSE:CRM)
Number of Hedge Fund Holders: 121
Salesforce, Inc. (NYSE:CRM) is one of the stocks Jim Cramer recently shed light on. A caller inquired if it is a good time to get into the stock, and Cramer replied:
“Okay, Salesforce, great question. I’ve owned the stock for, I don’t know, more than a decade. Here’s the problem… It’s enterprise software, and right now, the long knives are out for enterprise software. I need to see the quarter before I tell you… We own a small position for a Charitable Trust. We used to have a very big position. I’m nervous about exactly what I just laid out, which is this enterprise software of which Salesforce is very much involved in, even its ‘agentics,’ which is marvelous, is part of the software cohort.”
Salesforce, Inc. (NYSE:CRM) provides a unified platform designed to support sales, customer service, marketing, analytics, and e-commerce functions. The company’s solutions assist businesses in managing customer relationships and operational workflows.
4. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 235
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer recently shed light on. Cramer was bullish on the company even though he highlighted the criticism toward it. He said:
“Now let’s deal with NVIDIA and its earnings report this Wednesday. Are there some concerns? Sure, there’s China demand, which the usual trash cyber rags, it’s amazing, there are trash cyber rags like there used to be, like yellow journalism, they got them. They tell us the demand is waning. Do you know when they’re going to start shipping the new chips? I don’t know, maybe there’s no demand for them. And most important of all, when do the big spending hyperscalers lose their appetite for these expensive chips? Soon, right? Soon, soon, soon. It can’t keep going on without a payoff, right? And then NVIDIA will no longer be king of the hill, top of the heap…
To which I say, we live in a biased world. We’ve loved enterprise software and disdained semiconductor stocks for decades. We like the evergreen nature of enterprise software, disdain the episodic nature of semis… But now, just as software ate hardware, now AI is eating software. As Cramer pal Ben Reitzes put it over Melius, that’s a research firm, hardware is to the future as software used to be to the future. You can’t have generative AI without NVIDIA because we haven’t seen generative AI yet that is all that different from a souped-up Google…
More important, the new NVIDIA chips will allow the chatbots to reason; they’ll actually be able to argue with you to get a better answer. Do you really think AI spending is headed lower, not higher when NVIDIA has chips that will allow you to ask your system questions, and it comes back with questions to you to get the answer right? Reasoning will be the holy grail of this whole AI generation. Okay, that’s it. And people are selling these stocks ahead of that change. That’s downright unreasonable. I think anyone who refuses to buy NVIDIA’s chips will be left behind in the great hyperscaler arms race.”
NVIDIA Corporation (NASDAQ:NVDA) develops computing infrastructure products focused on graphics, networking, and AI solutions. The company’s solutions are applied across gaming, cloud infrastructure, robotics, autonomous platforms, and enterprise artificial intelligence.
3. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders: 156
Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer recently shed light on. Reiterating his “own it, don’t trade it” policy for the stock, Cramer commented:
“The inability to reliably get back in is one of the reasons why I always say to own Apple, don’t trade it. Apple’s a great example. Let’s go into it. Think about the amazing company and its incredible stock. Sure, it’s down this year, okay, bad. Yes, it doesn’t have an AI strategy that’s yet self-evident. Siri may be even less intelligent than Alexa, the living embodiment of a computer with a lobotomy… As long as the iPhone remains the best phone out there, then selling Apple to buy it back later is a mug’s game.”
Apple Inc. (NASDAQ:AAPL) designs and sells consumer electronics, including smartphones, computers, tablets, wearables, accessories, and related services. It also provides subscription services including Apple Music, Apple TV+, and Apple Arcade. The company operates platforms such as the App Store and Apple Pay.
2. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders: 219
Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer recently shed light on. Highlighting the downside of dumping good stocks, Cramer mentioned the company, and said:
“What happens, say if you dump the stock of Alphabet, a former core position of my Charitable Trust that I sold, betting the Justice Department would really hurt them now that the court ruled them as a monopolist. The stock went down for the price of a cup of coffee, right? I mean, and then on the news, it caused me to sell, and then it went up 30 straight points. Did I get back in? No.
Did the Justice Department destroy them? Who knows? They haven’t ruled, and even if they did, what are they going to do? Break it up? If you break up Alphabet, you get a bunch of businesses that would be worth more on their own: Google, YouTube, Gemini, Google Cloud… Waymo. The Justice Department would be doing shareholders a favor. I don’t believe in woulda, shoulda, coulda, but as I tell club members, I do have tremendous remorse about this sale.”
Alphabet Inc. (NASDAQ:GOOGL) operates as a conglomerate of businesses, with Google as its primary subsidiary. The company’s products and platforms include Search, Ads, Chrome, Cloud, YouTube, and Android, each used by billions of individuals every day.
1. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders: 294
Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer recently shed light on. Discussing the commonly found worries about mega cap stocks in the market, Cramer said:
“The negative narrative continues. NVIDIA and Microsoft make up almost 15% of the market. How ridiculous is that? That’s the highest concentration ever. That can’t last. Seems like a dangerous confluence…”
Microsoft Corporation (NASDAQ:MSFT) develops software, services, devices, and solutions. The company provides products like productivity tools, cloud platforms, enterprise applications, gaming products. On August 4, discussing the company’s various positives, Cramer commented:
“So let’s do this. Let’s go over from best and not best because I refuse to call any of these the worst. I want to start with Microsoft because this one has become completely sainted. Microsoft’s doing incredibly well in every single phase of its business. The basic enterprise software product is the strongest I’ve seen it since, almost since it started. It’s aided by rapid adoption of Copilot, Microsoft’s AI product.
LinkedIn’s just doing really strongly. Their video game’s selling spectacularly. Azure, the cloud infrastructure division, is outstanding with a huge acceleration in growth this quarter. Finally, Microsoft owns a giant slug of OpenAI and its usually valuable ChatGPT fundraising round at a $300 billion valuation. Microsoft owns 49% of the for-profit portion of the company. I’ve followed this company for a long time since it came public, even before then. There’s always been one thing, one fly… only one piece of hair on it. Uh-uh, this time the quarter was flawless, yes, flawless.”
While we acknowledge the potential of Microsoft Corporation (NASDAQ:MSFT) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MSFT and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
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